Great Article! The tension between vertical and decentralized integration is articulated really well. Autonomy is also driving the shift toward vertical integration, driven by the need to control the proliferation of sensor systems necessitating more complex ECUs. This complexity makes it harder to outsource to sub-suppliers. Maybe partnerships such as the recently announced Lucid/Uber/Nuro link-up may emerge as alternative?
Great Article! The tension between vertical and decentralized integration is articulated really well. Autonomy is also driving the shift toward vertical integration, driven by the need to control the proliferation of sensor systems necessitating more complex ECUs. This complexity makes it harder to outsource to sub-suppliers. Maybe partnerships such as the recently announced Lucid/Uber/Nuro link-up may emerge as alternative?